The Assistant Plan Administrator’s mission is to perform the back office analytical work for the assigned Senior Consultant. The Assistant Plan Administrator will be responsible for completing the compliance and administration work required of
401(k), profit sharing and cash balance plans, and providing the results in a review ready format.
The key responsibilities of this role include:
Performing the compliance work for qualified plans, including ADP/ACP testing, general
nondiscrimination testing, cross-testing, defined benefit restrictions analysis, deductibility analysis
Ensuring all assigned plans meet client set and regulatory deadlines
Working directly with clients and advisors, as needed, to help
resolve issues and keep projects moving forward
Completing the government forms required of qualified defined contribution and defined benefit plans
Assigning tasks to support team, where appropriate, and verify accuracy of support
Ensuring all administration requirements for assigned plans are fulfilled including: testing, distributions, refunds, government filings, notices, disclosures, and plan documents
The Assistant Plan Administrator role
is an experienced role, where the successful person in this role will be proficient with many aspects of administration. Possessing all of the proficiencies listed below upon hire is not a requirement for this role; however, the person must demonstrate the
aptitude for learning the necessary skills.
Recordkeeper website reporting and navigation
Data analysis, scrubbing and verification
Determining eligibility for participation and allocation
General nondiscrimination testing with profit sharing and cash balance plans
Government forms, including Form 5500 and PBGC filings
Annual reporting and disclosure
requirements for defined contribution and defined benefit plans
In addition to the industry specific competencies identified above, the person who will be most successful in this role will possess an attitude of always willing to help out. This
attitude includes the following characteristics:
Believes in teamwork
Never satisfied with anything less than 100% accuracy
Always finds a way to get the job done
Looks for ways to continuously improve
Desires to learn
Builds trusting relationships with clients and peers
Responds better to being coached, not managed
This role is ideal for the person who is looking to take the next step in becoming the lead consultant for
a book of business or the person who prefers the analytical aspect of qualified plan administration, over the consulting aspect, and wants to be in a high-value role.
RPS specializes in the design and administration of
qualified defined contribution and defined benefit plans. We are dedicated to setting the standard for professional, accurate, and timely service, and to equipping our clients with access to the most advanced plan administration technologies available.
Since 1977, RPS has built its reputation on trustworthy, expert administration and a knowledgeable staff with a commitment to service. Our personal attention and advanced computer systems ensure that our clients receive the premium service they
expect and deserve.
At RPS, our core values and commitment to a healthy work-life balance lead every company decision. Our core values are: authenticity, purpose-driven life, improving the experience, commitment to learning, owning the results,
and believing in the team.
If you want to join an established and steadily growing firm with a great reputation; and have the skills and attitude that we are looking for, we would love to hear from you.